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Invesco Variable Rate Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
101
Delta Capital Management
New Jersey
$1.03M
WKWM
102
Walter & Keenan Wealth Management
Indiana
$1.01M -$291K -12,054 -23%
SPIA
103
Steward Partners Investment Advisory
New York
$995K
IIC
104
Ironwood Investment Counsel
Arizona
$969K -$28.3K -1,170 -3%
DADC
105
D.A. Davidson & Co
Montana
$968K +$56.2K +2,325 +6%
GRP
106
Global Retirement Partners
California
$939K -$277K -11,479 -23%
WIP
107
WealthCare Investment Partners
Rhode Island
$924K +$917K +37,959 New
SFS
108
Sowell Financial Services
Arkansas
$913K +$25.1K +1,039 +3%
KC
109
Kades & Cheifetz
Pennsylvania
$887K -$22K -911 -2%
Balyasny Asset Management
110
Balyasny Asset Management
Illinois
$883K -$3.92M -162,379 -82%
AWS
111
Atria Wealth Solutions
New York
$844K +$26.7K +1,105 +3%
CHAM
112
Clear Harbor Asset Management
Connecticut
$836K -$1.81K -75 -0.2%
ONB
113
Old National Bancorp
Indiana
$834K
VRM
114
Vectors Research Management
New York
$807K -$3.17K -131 -0.4%
Citadel Advisors
115
Citadel Advisors
Florida
$795K +$785K +32,507 New
PHS
116
Pekin Hardy Strauss
Illinois
$787K -$5.43K -225 -0.7%
Corient Private Wealth
117
Corient Private Wealth
Florida
$786K -$235K -9,712 -23%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$783K +$97.5K +4,038 +14%
CC
119
Courier Capital
New York
$778K -$4.18K -173 -0.5%
JWCA
120
J.W. Coons Advisors
Ohio
$718K +$24.4K +1,010 +4%
OC
121
Oppenheimer & Co
New York
$672K +$3.55K +147 +0.5%
KA
122
Klingman & Associates
New York
$656K
SWM
123
SK Wealth Management
Rhode Island
$633K +$632K +26,149 New
1IA
124
1834 Investment Advisors
Wisconsin
$628K -$132K -5,475 -18%
HWM
125
HB Wealth Management
Georgia
$618K +$2.78K +115 +0.5%